• Routing Is the Foundation

    for Your Sales Strategy

    Make Every Interaction Count.

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Revolutionary
Router Platform

LeanData’s next generation router platform changes the way you think about lead management. It not only gives you a visual representation of your lead flow, but also provides the ability to easily make changes yourself in real time through a simple drag-and-drop UI.

This empowers LeanData customers to take full control of their flow and allows them to make informed decisions about how they want to manage their leads.

Rethink How Contacts Are Managed in Salesforce

LeanData’s transforms the way businesses think about managing contacts within Salesforce. With LeanData, businesses can design a routing process for contacts that is flexible, customizable and scalable.

  • Easily make changes in real-time
  • Logs and auditing take mystery out of managing contacts
  • Peace-of-mind with deployment history

Account-Based Flow

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Geo-Based Flow

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Changes with Your Business

Whatever strategic initiative your company is looking to implement, LeanData’s routing platform can be easily configured to support your objectives. Account-Based Marketing. Geo-based territories. Industry-based assignment. Or something else entirely. If you can dream it, LeanData can make it happen.

No More
Assignment Rules

Salesforce is a wonderful CRM. But we don’t need to tell you that traditional Salesforce rules are difficult to manage and provide little visibility into the action taken on your leads.

LeanData eliminates the need for building and maintaining those complicated rules by accurately and automatically routing leads to the right place.

Native SalesforceLeanData
Visual Workflow
Simplified Lead Routing
Fuzzy Matching
Easy Problem Diagnosis
BeforeAfter

Trusted by Leading Security Companies

Top, enterprise-scale security businesses such as FireEye and Okta trust LeanData with their information. LeanData is a member of the Salesforce AppExchange, so your data remains safe and secure within the CRM environment. Nothing ever enters or leaves your system. LeanData can troubleshoot any issues with full auditing and logging capabilities.

Our CompetitorsLeanData
Data remains within Salesforce
No API Calls
Full Logging and Auditing
Deployment/Version History

Ensure Fairness for your Sales Team

LeanData’s ability to round-robin leads allows you to create a fair system that provides equal opportunities for everyone on the team and success for the business. LeanData’s intelligent lead routing that ensures equal distribution of top-quality prospects.

Build Vs. Buy

We know companies that have tried to build a routing process internally. They are current LeanData customers because they discovered their in-house solution was inadequate and couldn’t evolve quickly enough with their business. Keep your team focused on moving the business forward and let the LeanData team handle your routing.

ComparisonInternal SolutionLeanData
Business process mappingPriority order w/static rulesFlow diagram w/dynamic rules
Change order turnaround2-6 months3-7 days
MatchingManual w/domain onlyAlgorithmic w/fuzzy matching
Process timeOvernightReal time (less than 5 minutes)
ReportingNative SFDC reportsFull Visibility w/ drill down
CostSDR, sales ops, AE timeSubscription Pricing